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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,593 | $73,839-66.7% | $143,788-82.9% | $68,495-64.1% |
| Participation rate | 52.0% | 66.7%-14.7pp | 80.3%-28.3pp | 67.9%-15.9pp |
| Annual return | -14.41% | 1.01%-15.4pp | -0.03%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,469 | $3,384-56.6% | $5,638-74.0% | $4,028-63.5% |
| Admin fee / account holder | $1,023 | $5,755-82.2% | $14,675-93.0% | $5,403-81.1% |